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This page contains a listing of past NEOTMA events.  It is provided to help in renewing your CTP certification.  If you have any questions pertaining to these events, please email the program chairperson.

Date/Credits                                 Title                                                                                   Speaker

02/19/14 - 1.2 Merchant Services & Commercial Card Transactions                                Laura Greetham, Huntington National Bank
01/15/14 - 1   Federal Reserve Payment Strategy                                                                  Dan Littman, Federal Reserve Bank of Cleveland


11/13/13 - 1.2  Groupon Treasury: Adventures in Cash Management                                Phil Mattes, Kyriba
10/16/13 - 1.2  Managing Transformational Growth                                                                Dwayne Petish, Cliffs Natural Resoures
09/09/13 - 7.3  32nd Annual Idea Exchange                                                                              Various
06/17/13 - 1.2  Fraud Can Happen - Steps to Detection & Prevention                                 David Sems, Sems & Associates
05/15/13 - 1.2  Market Update and Review of the Regulatory Environment                        Winifred Pinet, Sycamore Associates
04/17/13 - 1.2  Life After TAG - Navigating Through Today's Cash Markets                        Ronald Hill, BlackRock
03/20/13 - 1.2  Swift from the Corporate Treasurer's Point of View                                      Nick DeFilippis, SWIFT
02/20/13 - 1.2  Cybercrime and Financial Fraud from the Enforcement Side                     Eric Balish & Barry Swaldo, Secret Service
01/16/13 - 1.2  2013: Year of Recovery?                                                                                    Joseph Haubrich, Fed Reserve Bank of Cleve

11/14/12 - 1.2  Ahead of the Trends / One Step Ahead                                                           Heidi LeMieur, Retirement Learning  & Tim Eyerman, E&M
10/24/12 - 1.2   Receivables Integration                                                                                    Mike Tallitsch, WAUSAU Financial Systems
09/10/12 - 7.2   31st Annual Idea Exchange                                                                             Various
06/25/12 - 1      NACHA Rule & IAT Update                                                                               Mark Webster, Treasury Alliance Group
05/16/12 - 1.2   Emerging Country Risk                                                                                    Craig Schurr, First Merit
04/16/12 - 1.2   New Standards Imposed by Dodd-Frank                                                     Tony Rospert, Thompson Hine
03/21/12 - 1.2   Maximizing Corporate Liquidity by Maximizing Bank Share of Wallet      Brian Begg, WESCO & Jim Dean, Fifth Third
02/15/12 - 1.2   The Cash Flow Factory                                                                                    Tom Gentile, FocusCFO
01/18/12 - 1.2   Recessions, Rates & Recovery                                                                      Michael McKeown, Aurum Wealth Mgmt. Group

11/16/11 - 1     The Economy and Financial Markets                                                              John Augustine, Fifth Third Bank
10/19/11 - 1      The Commodity Market Over The Past 10 Years                                         Dan Nowicki, The J.M. Smucker Company
09/12/11 - 7.5   30th Annual Idea Exchange                                                                             Various
06/13/11 - 1      Data Fraud & Data Security                                                                              Sara DePaul, Federal Trade Commission
05/18/11 - 1      Electronic Bank Account Management (eBAM)                                            Jerry Cox, IdenTrust Inc.
04/20/11 - 1      The Transformation of the American Payments Landscape                    Dan Littman, Fed Reserve Bank of Cleve
03/16/11 - 1      2011 Economic Update and The Challenges of Big Deficits                   Dr. Ken Mayland, ClearView Economics
02/16/11 - 1      Fiduciary Responsibility of Benefit Plans                                                     Mike Swallow, CBIZ
01/19/11 - 1      The Emerging World of Alternative Payments                                             Mike Keresman, CardinalCommerce


11/17/10 - 1      Protecting Your Organization For Fraud                                                        Tim Mayles, Barnes Wendling
10/20/10 - 1      Merchant Services - What Is It?                                                                       Kelli Coulombe, First Data
09/13/10 - 7.2   29th Annual NEOTMA Idea Exchange                                                           Various
06/14/10 - 1      Surviving a Cash Crunch: 10 Tips for Improving Working Capital Mgmt   Mark Webster, Treasury Alliance 
05/19/10 - 1      GAAP Standards on Derivative & Fair Value Measurement                      Tim Schott, Deloitte and Touche
04/21/10 - 1      ACH Rules Update                                                                                           Jen Kirk, EPCOR
03/17/10 - 1      Armored Services - Today and Beyond                                                        Aaron Campbell, Dunbar
02/17/10 - 1      A Review of 2009 And Outlook for 2010 Credit & Capital Markets          Winifred Pinet, Sycamore Assoc 
01/20/10 - 1      Exchange Traded Funds (EFT's) - The Next Revolution in 401(k)'s       Michael McClary, Valmark Advisors


11/18/09  -  1      E-Payable Trends:  Past, Present & Future                                               Dan Andrew, InfoAccess.net
10/21/09  -  1      The Armored Transportation Industry and the State of Cash                 Jack Rood & Chris LeJeune, Brinks
09/14/09  -  7      28th Annual NEOTMA Idea Exchange                                                         Various
06/15/09  -  1      The Coming Paradigm Shift Within the Payment Processing Industry     Nick Picone, Huntington
05/20/09  -  1      Deterring Fraud in Tough Economic Times                                               Chrissie Powers, Rea & Assoc.
04/15/09  -  1      ACH Industry Update                                                                                       Thacker &  Kirk, Payments Central
03/18/09  -  1      Escheatment                                                                                                     Chris Cudney & Kelly Kuna, CBIZ
02/18/09  -  1      Adoption of a SaaS Enterprise Treasury Management System              Sujith Nair, Treasury Sciences
01/21/09  -  1      Financial Turmoil in the Economy (Cleveland Federal Reserve Tour)  John Carlson, Clevelnd FRB

 
11/19/08  -  1      Account Analysis:  Strategies for Containing Bank Fees                          Patrice Brooks, JPMorgan Chase
10/15/08  -  1      Least Cost Routing:  Image Processing vs. Paper Based Processing      Brian Guess, KeyBank
09/08/08  -  6      27th Annual NEOTMA Idea Exchange                                                           Various
06/20/08  -  1      Leveraging Emerging Payment Trends                                                        Mark Webster, Treasury Alliance
05/21/08  -  1      Federal Reserve Bank Of Cleveland - Tour of Operations                        None
04/16/08  -  1      Addressing Issues During the Returns Process of Checks Converted to ACH  Ted Gerbik, KeyBank
03/19/08  -  1      Why Your Payroll Card Prgram Isn't Working                                               Don Petrasek, NCB/PNC
02/20/08  -  1      Supply Chain Finance                                                                                      Tony Huckeby, Huntington Bank
01/16/08  -  1      Greater Cleveland Partnership                                                                       Deb Janik


 

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